Bio: Here to learn

Bio: Milorad "Miki" Sobot, CFP

Bio: Certainly! Here’s a concise introduction: --- As a dedicated life insurance advisor with a commitment to helping clients secure their futures.

Bio: RIA Operations professional, focused on building strong processes, improving workflows, & supporting advisors & clients through efficient operations.

Bio: Retired USN Special Operations and now Director Of Operations: Orion Capital Management LLC

Bio: Alan Nelson is a retired submarine officer pivoting to the financial services industry. Initially disheartened by industry & high fees so started RIA.

Bio: JT Stratford

Bio: Army veteran turned financial advisor.

Bio: Client Services Specialist at Midwestern Financial Group since 2023.

Bio: Client Relationship Manager I Licensed Admin I Owner of All Things Digital I Operations Manager

Bio: Hi! I am a Operations Manager at a small financial planning firm located in Texas. This is my 3rd year in the industry and looking to grow!

Bio: CFP

Bio: Solo Advisor

Bio: Planning Assistant

Bio: Hi, I am Michelle Cortés-Harkins, a Fee-Only Financial Planner and Partner at Harkins Wealth Management.

Bio: I provide administrative and advisory support to the team, allowing advisors to focus on strategic, fiduciary guidance.

Bio: .

Bio: 32,000 sq/ft of KBG in Illinois

Bio: I am a CSA at Allen & Company trying to improve our operations and efficiency.

Bio: Jim Staples founder of Opus

Bio: Janna provides a wealth of knowledge and brings a commitment to literacy and transparency in the financial planning industry.

Bio: Office and Client Services Manager who joined Opus over 37 years ago as assistant to company founder Jim Staples.

Bio: Lizz has over 30 years of experience in investment, planning and insurance. She believes in holistic approach to financial services

Bio: Nina specializes in providing HNW clients with unique tools to safeguard assets & promote solid financial stewardship for the generations to come.

Bio: Founder of Authority Systems and Authority Voices, System Integrator - Creating systems for RIAs between $100 mm AUM and $1bn AUM

Bio: I am a Customer Relations and Administrative Assistant with Opus Financial Advisors. I joined the Opus team in August 2025.

Bio: Ensemble Advisor with Opus Financial Advisors

Bio: Ensemble Advisor at Opus Financial Advisors, wife and mother of 4. In other words - tired! Excited to help our team become super efficient and dynamic

Bio: Account & Relationship Manager | Wealth & Asset Management | Fintech | Hiking & Camping | Snowboarder